The 30 Best Lasting relationships with clients in Melville, New York

20 results found

Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.

Bank of America Private Client Advisor Terence J McLaughlin, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution led by Managing Director Terry McLaughlin. With over three decades of experience, Terry and his team of specialists provide personalized wealth management strategies for nonprofits, business owners, and high-net-worth families. They offer services such as investment management, specialty asset management, philanthropy, trust and estate planning, and banking. Terry's goal is to establish lasting relationships with clients, guiding them through the challenges and opportunities that come with significant wealth. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust, personal experience, and a commitment to putting clients' goals first. They offer innovative financial strategies to help clients navigate evolving markets and changing environments. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.

Merrill Lynch Financial Advisor Andre A Lee is located at 1305 Walt Whitman Road in Melville, New York, United States. This institution offers a wide range of investment solutions from Merrill and banking products from Bank of America. The team at Merrill Lynch focuses on building lasting client/advisor relationships based on trust, transparency, and communication. They prioritize individual and family goals and leverage tools and resources to help clients achieve these goals. With a goals-based wealth management approach, they assist in designing and implementing customized wealth management strategies to help clients pursue their financial goals while managing investment risks. The institution believes in inclusive and interactive relationships with clients, ensuring that their immediate and future needs are aligned with their wealth strategy. Through access to investment insights from Merrill and services provided by Bank of America, they develop strategies to address clients' financial needs. The team at Merrill Lynch believes that financial success is achieved by making investment decisions that align with personally meaningful goals. They offer tools to help clients track changes in their lives and reflect these changes in their financial approach. Ultimately, Merrill Lynch Financial Advisor Andre A Lee provides access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.

Christopher Mirandi, a financial advisor with Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers comprehensive wealth management services through the Siena Wealth Advisory Group. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, Christopher Mirandi provides expert guidance on navigating the current bull market and maximizing investment opportunities. Potential clients can schedule a complimentary initial consultation to gain insight into financial planning concepts and explore personalized strategies for achieving their goals. With a focus on building lasting relationships and delivering exceptional service, Christopher Mirandi is dedicated to helping individuals and families secure a more confident financial future.

Johnson Financial Planning - Northwestern Mutual is a reputable finance and insurance agency located at 400 Broadhollow Road in Melville, New York. With a focus on providing comprehensive financial planning services, they are dedicated to helping individuals and families achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, the experienced professionals at Johnson Financial Planning - Northwestern Mutual are here to guide you every step of the way. Trustworthy and reliable, they prioritize the financial well-being of their clients and strive to build long-lasting relationships based on trust and integrity. Contact them today to start planning for a secure financial future.

Merrill Lynch Private Wealth Advisor Marc Russell Stenzler, located at 300 Broadhollow Road in Melville, New York, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within Merrill Private Wealth Management, provides personalized service to a limited number of clients and families with integrity and excellence. The team at the Palermo Frangas Group is dedicated to making clients' lives better by offering strategies designed to help them achieve their financial goals. With a focus on high-net-worth clients, the team helps individuals, families, business owners, and executives navigate the complexities of managing substantial wealth.

Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.

Unitas Wealth Management is a premier financial institution located at 395 North Service Road in Melville, New York. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Unitas Wealth Management offers tailored solutions to meet your specific needs. With a focus on transparency, integrity, and excellence, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to learn more about how we can help you secure your financial future.

Welcome to McCarron & Diess, your trusted legal partners located at 707 Walt Whitman Road, Melville, New York. As a premier law firm, we specialize in providing comprehensive legal services tailored to meet the unique needs of our clients. Our team of experienced attorneys is dedicated to delivering expert guidance and effective solutions across a wide range of legal areas. At McCarron & Diess, we understand that navigating the legal landscape can be challenging. That’s why we are committed to offering personalized attention and strategic advice to help you achieve the best possible outcomes. Whether you are facing a complex legal dispute or require assistance with regulatory compliance, our knowledgeable lawyers are here to support you every step of the way.

Welcome to Kaplan & Kaplan P.C., your trusted legal partner located in the heart of Melville, New York. Situated conveniently at 707 Walt Whitman Road, our firm is committed to providing exceptional legal services tailored to meet the unique needs of each client. As a distinguished law practice, we specialize in a wide range of legal areas, ensuring comprehensive support for both individuals and businesses. At Kaplan & Kaplan P.C., our experienced team of attorneys is dedicated to delivering personalized and effective legal solutions. We pride ourselves on our client-focused approach, emphasizing clear communication, strategic planning, and meticulous attention to detail. Whether you require assistance with personal injury claims, family law matters, real estate transactions, or corporate legal issues, we are here to guide you every step of the way.

Welcome to the Law Office of Charles Wallshein Esq, your trusted legal partner located at 35 Pinelawn Road, Melville, New York. As a dedicated legal professional, Charles Wallshein brings years of experience and a commitment to providing personalized legal services to individuals and businesses in the Melville area and beyond. At Charles Wallshein Esq, we understand that navigating the legal landscape can be challenging. Our practice is devoted to offering comprehensive legal guidance and representation tailored to meet your unique needs. Whether you require assistance with real estate law, business law, or civil litigation, our firm is here to help you achieve your goals with integrity and professionalism.

Welcome to Harris J. Zakarin, P.C., your trusted legal partner in Melville, New York. Conveniently located at 713 Walt Whitman Road, our firm is dedicated to providing exceptional legal services to individuals and businesses throughout the region. With a commitment to excellence and a personalized approach, Harris J. Zakarin, P.C. specializes in a broad range of legal areas to meet your unique needs. At Harris J. Zakarin, P.C., we understand the complexities and challenges that our clients face. Our experienced team of attorneys is here to guide you through every step of the legal process, ensuring that your rights are protected and your goals are achieved. Whether you need assistance with business law, real estate transactions, estate planning, or civil litigation, we offer expert advice and effective solutions tailored to your specific situation.

Welcome to the Law Office of Daniel A Zahn PC, located at 342 Old Town Road, Setauket-East Setauket, New York 11733. We understand that choosing the right attorney is a critical decision, and we are here to provide you with dedicated and personalized legal services. Our firm specializes in select areas of law, including Legal Malpractice, Wrongful Death, Medical Malpractice, and Serious Personal Injury cases, serving clients in both New York and Vermont. At our firm, we prioritize the client above all else, embracing a philosophy that values "Quality" over "Quantity." With over 30 years of experience, we offer a unique, boutique-style legal practice that ensures you receive flexible, personal, and professional interaction. Mr. Zahn takes the time to understand your case thoroughly, allowing him to present it masterfully to a jury if necessary.

Welcome to Law Office Daniel A Zahn PC Located at 1597 Grundy Avenue, Holbrook, New York 11741, the Law Office of Daniel A Zahn PC is committed to providing personalized, one-on-one legal services. With over 30 years of experience, we specialize in handling cases related to Lawyer Malpractice, Wrongful Death, Medical Malpractice, and Serious Personal Injury in both New York and Vermont.

Law Offices of Daniel A. Zahn, PC Welcome to the Law Offices of Daniel A. Zahn, PC, where our commitment is to provide personalized, one-on-one legal services tailored to meet your needs. Located at 44 Club Lane, Remsenburg-Speonk, New York, we specialize in a select range of legal areas, including Lawyer Malpractice, Wrongful Death, Medical Malpractice, and Serious Personal Injury cases in New York and Vermont.

Welcome to Paul Morgenlander CPA, your trusted partner in accounting and finance located in the heart of Melville, New York. Situated at 900 Walt Whitman Road, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses alike. With years of experience and a commitment to excellence, Paul Morgenlander CPA offers a comprehensive range of services including tax preparation, bookkeeping, financial planning, and business consulting. Our team of skilled professionals is here to help you navigate the complexities of the financial world with personalized solutions designed to achieve your financial goals.

Welcome to The Federal Savings Bank, your trusted partner in financial success, conveniently located at 395 North Service Road, Melville, New York. As a leading financial institution, we are dedicated to providing personalized banking solutions and exceptional customer service to meet your unique financial needs. Whether you're looking to open a savings account, secure a mortgage, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on fostering long-lasting relationships with our clients, built on trust, integrity, and transparency. Visit us today and discover how The Federal Savings Bank can help you achieve your financial goals with confidence.

Welcome to Complete Care Insurance Co, your trusted insurance agency located in the heart of Melville, New York. Situated at 330 Maxess Road, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Our team of experienced professionals is committed to offering personalized service and expert guidance to help you navigate the complexities of insurance. Whether you're seeking coverage for your home, auto, business, or health, we offer a wide range of products designed to protect what matters most to you. At Complete Care Insurance Co, we believe in fostering long-lasting relationships with our clients through transparency, reliability, and exceptional customer service. Visit us today and discover how we can help secure your future with confidence.

Welcome to Life Insurance Service, your trusted insurance agency located at 101 Victoria Place, Melville, New York. We specialize in providing comprehensive life insurance solutions tailored to meet the unique needs of individuals and families in our community. Our experienced team is dedicated to helping you secure your financial future by offering personalized advice and a wide range of insurance options. Whether you're looking for term life, whole life, or universal life insurance, we are committed to finding the right policy for you. At Life Insurance Service, we prioritize customer satisfaction and strive to build lasting relationships with our clients. Visit us today and let us assist you in protecting what matters most.

Welcome to Platinum Properties of Long Island LLC, your premier real estate agency located in the heart of Melville, New York. Situated at 691 Walt Whitman Road, we are dedicated to serving the diverse real estate needs of our community and beyond. Our expert team is committed to providing personalized, professional service to help you navigate the dynamic real estate market of Long Island. Whether you are buying, selling, or renting, Platinum Properties of Long Island LLC offers a comprehensive range of services tailored to your unique requirements. Our experienced agents possess in-depth local knowledge and a passion for delivering exceptional results. We pride ourselves on building lasting relationships with our clients, founded on trust, transparency, and integrity.